The past two years saw an almost complete transformation of the logistics and geography of Russia’s export and import. Analysis of this process has identified a number of patterns and risks in the new structure of foreign trade.
In terms of concentration of wealth in the hands of a small group, 1% of the population, Russia is among the world’s leaders. This group is almost inaccessible for sociological analysis, but a few assessments can be made from open sources.
Cryptocurrencies have become a riskier asset than they once were and no longer add diversification to investment portfolios. Cryptoassets more and more resemble lottery tickets in terms of risk profile.
People’s inflation expectations are often based on the dynamics of prices for certain goods and services called “visible items”. For Russians, these visible items include durables such as cars and clothes, and also petrol, housing maintenance and public transport fares.
Many indicators point to a rise in economic uncertainty, but it is the news that reflects this trend most quickly. The index based on media archives has accurately shown all crises in the 21st century and made it possible to calculate their consequences for the economy.
The dynamics and geography of international capital flows are changing. Geopolitical risks have become the major driver of these flows.
AI has become a tool of creative destruction. Companies that incorporate it into their business models will set the tone for the development of their sectors in the coming years. Perhaps AI will also cause a realignment in the trade and economic alliances of countries.
